+8.7%
MX price history and return analytics
+13.0%
-4.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | -1.7% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | -19.9% | -2.6% | -17.3% | -12.0% |
| 3M | -37.2% | -3.2% | -33.9% | -29.6% |
| 6M | -44.8% | +0.9% | -45.8% | -42.8% |
| YTD | -2.0% | +11.3% | -13.3% | -15.8% |
| All | +8.7% | +13.0% | -4.3% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling